VV-Strategie - Potenzial T7/ LU0407363109 /
| NAV13.05.2024 | Diff.-0.2000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 83.3600EUR | -0.24% | thesaurierend | Mischfonds weltweit | LRI Invest ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | 5.09 | 4.48 | 2.46 | -0.87 | 0.26 | -3.74 | 1.25 | -5.76 | -3.41 | 7.45 | 2.52 | -3.67 | +5.25% |
| 2016 | -4.97 | -1.01 | 2.11 | 0.23 | 1.24 | -1.98 | 2.85 | 1.15 | -0.28 | 0.64 | 0.02 | 2.74 | +2.50% |
| 2017 | -0.53 | 2.27 | 0.72 | 0.24 | 0.18 | -1.81 | -0.74 | -0.47 | 2.08 | 1.65 | -0.63 | -0.24 | +2.67% |
| 2018 | 0.40 | -2.62 | -2.51 | 1.92 | 0.61 | -1.01 | 1.69 | -0.06 | -0.54 | -4.21 | -0.05 | -5.28 | -11.31% |
| 2019 | 5.04 | 2.88 | 1.45 | 2.81 | -3.01 | 2.06 | 1.46 | -1.60 | 0.58 | 0.56 | 1.73 | 0.70 | +15.41% |
| 2020 | 0.09 | -4.78 | -6.75 | 5.08 | 1.64 | 2.34 | -0.10 | 2.30 | -1.34 | -2.56 | 5.23 | 1.11 | +1.53% |
| 2021 | -1.09 | 1.11 | 3.74 | 1.41 | -0.47 | 2.39 | 1.50 | 1.40 | -2.95 | 3.32 | -0.64 | 3.01 | +13.22% |
| 2022 | -3.86 | -3.26 | 1.48 | -2.03 | -1.19 | -3.39 | 3.55 | -3.05 | -3.55 | 2.58 | 4.29 | -3.80 | -12.04% |
| 2023 | 4.76 | -0.75 | 1.36 | 0.54 | 0.63 | 1.08 | 0.89 | -0.25 | -1.88 | -0.62 | 4.02 | 2.07 | +12.31% |
| 2024 | 1.57 | 2.19 | 1.99 | -1.76 | 1.80 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 5.27% | 4.94% | 5.54% | 7.25% | 8.53% |
| Sharpe Ratio | 2.52 | 3.65 | 1.39 | 0.08 | 0.12 |
| Bester Monat | +2.19% | +4.02% | +4.02% | +4.76% | +5.23% |
| Schlechtester Monat | -1.76% | -1.76% | -1.88% | -3.86% | -6.75% |
| Maximaler Verlust | -2.16% | -2.16% | -3.76% | -15.03% | -20.27% |
| Outperformance | -2.77% | - | -9.28% | -2.01% | -13.61% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| VV-Strategie - Potenzial T7 | thesaurierend | 83.3600 | +11.47% | +13.86% | |
| VV-Strategie Potenzial T1 | ausschüttend | 1'594.0000 | +11.58% | +14.23% | |
| VV-Strategie Potenzial T2 | ausschüttend | 1'639.7100 | +11.80% | +14.91% | |
| VV-Strategie Potenzial T3 | ausschüttend | 1'723.1200 | +12.19% | +16.12% | |
| VV-Strategie Potenzial T4 | ausschüttend | 167.7500 | +11.58% | +14.22% | |
| VV-Strategie Potenzial T5 | ausschüttend | 195.4700 | +11.80% | +14.91% | |
| VV-Strategie Potenzial T6 | ausschüttend | 201.7200 | +12.19% | +16.12% |
Performance
| lfd. Jahr | +5.87% | ||
|---|---|---|---|
| 6 Monate | +10.31% | ||
| 1 Jahr | +11.47% | ||
| 3 Jahre | +13.86% | ||
| 5 Jahre | +26.57% | ||
| 10 Jahre | - | ||
| seit Beginn | +40.36% | ||
| Jahr | |||
| 2023 | +12.31% | ||
| 2022 | -12.04% | ||
| 2021 | +13.22% | ||
| 2020 | +1.53% | ||
| 2019 | +15.41% | ||
| 2018 | -11.31% | ||
| 2017 | +2.67% | ||
| 2016 | +2.50% | ||
| 2015 | +5.25% | ||
